CWS

Cypress Wealth Services Portfolio holdings

AUM $611M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.52M
3
+$1.98M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.98M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.95M

Top Sells

1
+$4.22M
2
+$1.3M
3
+$830K
4
FDM icon
First Trust Dow Jones Select MicroCap Index Fund
FDM
+$488K
5
TJX icon
TJX Companies
TJX
+$456K

Sector Composition

1 Consumer Staples 9.48%
2 Technology 6.72%
3 Healthcare 6.07%
4 Financials 5.14%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$215K 0.06%
2,292
-157
227
$215K 0.06%
7,846
+48
228
$214K 0.06%
1,419
+6
229
$213K 0.06%
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230
$211K 0.06%
5,000
-120
231
$210K 0.06%
722
-184
232
$209K 0.06%
4,000
233
$209K 0.06%
4,759
+34
234
$207K 0.06%
10,019
+290
235
$205K 0.06%
+526
236
$203K 0.06%
+4,329
237
$202K 0.06%
+6,000
238
$202K 0.06%
12,570
-7,650
239
$200K 0.05%
+1,108
240
$200K 0.05%
+4,006
241
$200K 0.05%
10,546
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242
$187K 0.05%
20,000
243
$185K 0.05%
13,085
244
$181K 0.05%
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245
$162K 0.04%
11,281
246
$154K 0.04%
39,500
-400
247
$118K 0.03%
38,250
248
$106K 0.03%
39,969
+768
249
$105K 0.03%
2,970
250
$79K 0.02%
15,000
8 9
10
11 12